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  1. Sign in. Enter your username and password to log on to the Management Console
  2. Navigate to the Main menu to access the Identity menu. Click Add under Service Providers.
  3. Fill in the Service Provider Name and provide a brief Description of the service provider.
  4. Expand the Inbound Authentication Configuration section followed by the WS-Federation (Passive) Configuration section.
  5. Enter an appropriate value for the Passive STS Realm as explained above.
  6. Expand the Claim Configuration section. Claims must be configured in order to log the requester into CRM as the correct user. Microsoft Dynamics CRM expects two specific claims returned from the STS. They are as follows.
    • http://schemas.xmlsoap.org/ws/2005/05/identity/claims/upn

    • http://schemas.xmlsoap.org/ws/2005/05/identity/claims/name

    In order to retrieve these values from WSO2, map the local claim value to the CRM value. In the Subject Claim URI, select the http://schemas.xmlsoap.org/ws/2005/05/identity/claims/name claim. This example assumes that the http://wso2.org/claims/logonname contains the username field and the https://wso2.claims/upn contains a DOMAIN\username or username@domain.com formatted field that matches up to a username that exists in the CRM organization that is being accessed.

  7. Click Update.

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